Building a Digital Future. Lipi Sarkar

the readers guidance on how to be successful in D365 implementation in strategic and yet step-by-step ways. They expressed each chapter in holistic, simple words, and easy to understand ways in overcoming the challenges and groundwork for the success. Everyone who has ERP project management experience can relate to this book although there's so much more in these pages. The authors touch upon the most important part of the implementation, which is the digital transformation. This is valuable, a must-read for project teams and leaders who choose Microsoft Dynamics 365 ERP system.”

      —Sheila Maria Taestensen, Senior Project Manager

      “This book will help anyone looking to transition to Microsoft D365 ERP; it covers many of the major elements enriched by insightful real-life examples.”

      —Martijn Brons, Global ERP Director

      “As a digital transformation expert, the lessons learned from these initiatives are constantly evolving. Don't jump into one of these projects without reading this book. Too many projects fail as a result of missing one or more pieces of the necessary multi-faceted success strategy. This digital transformation bible will be your ‘go-to’ for implementing Dynamics 365.”

      —Scott Schultz, Director of Business Applications, PwC

“If you want to understand key trends in modern business you must read this book – it was created in a challenging time by awesome authors. I'm 100% sure that you can find something valuable in Building a Digital Future. Enjoy reading!”

      —Vadim Korepin, Senior Functional Architect, Microsoft

      “Successful implementation of Dynamics 365 helps you achieve a big milestone in your digital transformation. This book covers different aspects of Dynamics 365 and leads you toward successful implementation. A must read for all resources engaged with Dynamics 365.”

      —Satish Panwar, Senior Program Manager, Microsoft

      “This book recommends key salient points to consider for go-live with Dynamics 365, best practices post go-live. Managing backlog post go-live and ensuring a controlled change requests with adequate testing in staging is key before deploying to the live environment. Upgrades to new versions of D365 is one of the most important things to keep your system evergreen. The power of this book is absolutely amazing and doesn't let the reader forget about the plan post go-live and about future phases while the team is busy with the current phase.”

      —Kim Guldager, Product Owner, Bestseller

      “Finally, a book that does justice to the change management side of digital transformation for Dynamics 365 with practical and relevant examples, including how to use new technologies for change activities.”

      —Lydia Broekhuizen, Senior Change Management Consultant, PowerObjects

      “What I see here is excellent research on digital transformation with Microsoft Dynamics 365. Building a Digital Future has practical solutions to real world problems many business and IT leaders face. It's a book I wish I had written.”

      —Arvind Sahu, Head of Information Technology, Kari-Out Company

Building a Digital Future

      A Transformational Blueprint for Innovating with Microsoft^® Dynamics 365

       LIPI SARKAR

       VINNIE BANSAL

Copyright © 2021 by Lipi Sarkar and Vinnie Bansal. All rights reserved.

      Published by John Wiley & Sons, Inc., Hoboken, New Jersey.

      Published simultaneously in Canada.

      No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise, except as permitted under Section 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, Inc., 222 Rosewood Drive, Danvers, MA 01923, [phone], fax [phone], or on the web at www.copyright.com. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, [phone], fax [phone], or online at http://www.wiley.com/go/permission.

      Limit of Liability/Disclaimer of Warranty: While the publisher and author have used their best efforts in preparing this book, they make no representations or warranties with respect to the accuracy or completeness of the contents of this book and specifically disclaim any implied warranties of merchantability or fitness for a particular purpose. No warranty may be created or extended by sales representatives or written sales materials. The advice and strategies contained herein may not be suitable for your situation. You should consult with a professional where appropriate. Neither the publisher nor author shall be liable for any loss of profit or any other commercial damages, including but not limited to special, incidental, consequential, or other damages.

      For general information on our other products and services or for technical support, please contact our Customer Care Department within the United States at [phone], outside the United States at [phone] or fax [phone].

      Wiley also publishes its books in a variety of electronic formats. Some content that appears in print may not be available in electronic formats. For more information about Wiley products, visit our web site at www.wiley.com.

      Library of Congress Cataloging-in-Publication Data is Available:

      ISBN 9781119747116 (Hardcover)

      ISBN 9781119747161 (ePDF)

      ISBN 9781119747154 (ePub)

      Cover Design: Wiley

      Cover Image: © VAlex/Shutterstock

Foreword

      By reading this foreword, and more importantly this great book, you have made a good choice. It proves that you are interested in growing, developing your experience of digital transformation, and want to add value in your transformation journey. Working remotely in this pandemic situation can be challenging when you need to perform a balancing act between work and personal life while staying at home. If the experience of working remotely is seamless yet efficient, the quality of your personal time is expected to be more relaxed.

      As a Commercial Channels Leader at Microsoft, I have witnessed the acceleration in digital transformation and seen two years’ worth of digital transformation in two months.

      I am incredibly happy and honored to write the foreword of this great book—Building a Digital Future. In my Channel Partner Keynote presentation, I said that in today's world, we need bold leaders to take bold action for a bold vision. In times of transition, it takes a leader with a bold vision who is willing to step out and push through the nay-sayers, willing to share his or her vision with everyone, and bring them along in that journey. We are in a huge time of transition and technology has reached the stage where it is in everyone's hand.

What I like about this book is you can tell that the authors have an excellent understanding and have experienced the digital transformation journey themselves. This book is not just about technology; it is a practical guide to planning and implementing a digital transformation strategy using Dynamics 365 and Power Platform. The authors have laid out a roadmap highlighting key areas of concern, planning considerations before beginning the transformation journey, leveraging the capabilities from Dynamics 365 and Power Platform, and identified business support model